As a Senior Product Specialist at WealthEngine, I spend my days training clients on how to use various products they have purchased from WealthEngine. Most people assume that I only train brand new clients, but many of my training sessions are done with clients who have been using WealthEngine products for years. Why do these clients bother taking training on how to use something that’s been a huge part of their work flow for years?

Because you don't know what you don't know.

Trust me, I can feel the eye rolls happening as you read that. "I see...Read more

Events put the fun in fundraising. It’s your party and you can do whatever you want to. Fundraising events get donors and nonprofits in the same room to forge stronger bonds, start new relationships, and bring in money. There’s little downside.

They just take care and planning. Both of which you’ll be able to handle as long as you put in the work. Use these three best practices to know where to focus your limited time and resources.

Get the course of your fundraiser mapped out and it will be full steam ahead.Read more

Want to market more effectively to the 50+ Luxury Consumer? Download the full report from Forbes Insights here.

Luxury marketers are able to engage with Millennials in ways they were never able to before thanks to technology. However, this laser focus may result in missing out on a key market segment that still appreciates traditional relationship marketing.Read more

Can you believe there’s less than two months until Giving Tuesday? WealthEngine’s clients in the US and UK are anticipating the increase in donations during this year’s #GivingTuesday.

From California to Glasgow, our clients saw great success as a result of last year’s #GivingTuesday campaigns - we hope their campaigns will provide inspiration for your own #GivingTuesday initiative.

Last year University of Glasgow had ambitious plans to fund 10 travel scholarships. Not only...Read more

For every $100 in new donations nonprofits gained in fiscal year 2014 over the previous year, they lost $95 in lapsed or reduced donations.

-AFP 2015 Fundraising Effectiveness Survey


Not many nonprofits think about going into a new calendar year in the framework of failure. However, lack of a clear plan and course of action at the end of 2015 is one of the best ways to ensure failure in the coming months.

Because...Read more

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